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Maur Financial Services Reviews
Waterstone Investment Associates Inc
2 week ago
Living in Sweden I found that there are no reliable IFAs here on the ground who could deal with this. Most did not have a clue. One ones that did were obviously salesmen. I sat down with one but half his script was trying to get expat names out of me.
Waterstone were easy to find on the Web, and got back to me the same day. With no pressure from them what so ever, this was done at my pace.
I simply cannot fault the service I received.
Having shopped around Waterstone were around half the cost of everyone else. My transfer was sizable and complicated given that I had two DC pensions. But they cut through all the paper and explained it in language I could understand.
1 year ago
My experience has been a bad one.
Many funds have been suspended. My advice is be very careful in choosing where you invest and on the advice you receive. I provide more detail if needed but don't be wooed by low fees.
I would consider paying massive attention on why they are recommending the investments and get the fact sheets. Ask someone impartial to assess their choices.
Perhaps it's better to pay a fee for better advice vs choosing investments that potentially could disappear with your hard earned money .
Ben ThompsonUnited States
1 year ago
As I am a USA resident, looking for information on the net was just impossible, as one site contradicts another. Tried an adviser here in the US but the guy came across as a salesman.
I was interested to look at a transfer to a QROPS, but did not want to be sold a QROPS.
Waterstone are great. They did not sell me a QROPS. They evaluated whether a QROPS was a benefit for me.
They undertook a full TVA comparison report. Offering me a very highly discounted QROPS based in Malta.
My transfer was completed in 2011. And I have had no problem reporting to the IRS.
I am very happy with the investment
portfolio that was put in place for me, which is proving to be far better than the return on my 401k.
2 year ago
Living in Spain I had been approached by many of the so called Financial Advisers out here. But all were just salesmen in sharp suits, who did not have a clue once I asked difficult questions..
I did however want to explore if a QROPS transfer would be right for me. But having a Final Salary scheme, I was concerned whether I should do a transfer or not.
I contacted Waterstone Investment Associates from their website. The service I received was brilliant, other than I did have a problem trying to get them by telephone. If you call them be prepared to leave a message. But they do get back to you very quickly though.
They do exactly as they say on their website. Offer advice from industry qualified advisers. They are also able to offer FCA advice on a Final Salary (DB) transfer.
After a TVAS report was undertaken, which provided a critical yield analysis of 6.2% I decided to transfer my pension. Waterstone provided advice regarding the investment portfolio, and I am very happy with their service to date.
If you are considering a Final Salary pension transfer to a QROPS these are the guys to use.
Michael KendallUnited States
2 year ago
I used them to undertake my UK Final Salary pension transfer. I was concerned after being contacted by a cold call from another company, which after I checked them out turned out to be unqualified salesmen.
Waterstone Investment Associate were great!
Cost half that of others I contacted.
Service was *****star
I recommend you contact them if you live in the USA
2 year ago
Waterstone did my transfer in 2012. The cost was 50% lower than other IFAs I had approached. The service is brill.
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